Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,746
-$28,244 QoQ
Shares Held
11,061
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 691 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026&PARTNERS holds $3,755,483 across 2 Utilities - Regulated Water names. WTRG ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
25,321 | $3,331,737 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
11,061 | $423,746 |
All Filings in WTRG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,746 | 11,061 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $451,990 | 11,224 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $450,461 | 11,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $615,377 | 15,423 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,238 | 6,630 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||